Jonathan Bell Lovelace believed that fundamental research is essential to achieving superior long-term investment results. The small company he founded in 1931 has grown into one of the world’s most respected financial institutions.
13 American Funds Added to Schwab Mutual Fund OneSource Select List®
April 4, 2017
LOS ANGELES, April 4, 2017 – Capital Group, home of American Funds and one of the world’s leading investment management firms, announced that 13 of its funds were chosen by Charles Schwab Investment Advisory, Inc. (CSIA) to be on the 2017 Q1 Schwab Mutual Fund OneSource Select List®.
Mutual funds on the Mutual Fund OneSource Select List are rigorously screened by CSIA specialists based on such factors as risk, performance and expenses.
“As investors evolve how they access investment advice, having our funds readily available on the Schwab retail platform will allow more investors to include our funds in their portfolio as they save for retirement and other long-term objectives,” said Bill Brady, senior vice president and director of distribution, wealth management.
The selected funds are:
About Capital Group
Since 1931, Capital Group, home of the American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than US $1.4 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.*
The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently.
Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
*As of December 31, 2016
© 2017 American Funds Distributors, Inc.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional, and should be read carefully before investing. Similar information about collective investment trusts can be obtained from Capital Group or participants’ plan provider or employer.